- Robert Half Finance & Accounting (Dallas, TX)
- Description We are looking for an Associate Financial Planner to join our team in Dallas, Texas. In this role, you will assist in delivering comprehensive ... analysis, and retirement strategy optimization. You will work closely with the Financial Planner and other team members to ensure seamless client support and… more
- Kestra Financial (San Antonio, TX)
- …service. The Senior Client Service Associate reports directly to the Financial Planner and manages the firm's client service operations, overseeing support ... Planners, LLC is seeking a Senior Client Service Associate who will play a pivotal role in driving...operational effectiveness. + Other responsibilities as assigned by the Financial Planner . Supervisory Responsibilities + Directly manage… more
- City of Baytown (Baytown, TX)
- Planner I/II Print (https://www.governmentjobs.com/careers/baytowntx/jobs/newprint/4965928) Apply Planner I/II Salary $53,854.00 - $75,346.00 Annually Location ... must. If this sounds like you, apply today! Duties Planner I + Reviews land development and building permit...FREE counseling sessions per issue per year, legal and financial assistance, will generator tools, and more! + Sick… more
- Kestra Financial (Fort Worth, TX)
- Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping ... including investment processing as well as planning assistance. The associate will need high attention to detail as they...servicing. This position requires a strong understanding of the financial services industry and products, and is critical in… more
- Texas Tech University (TX)
- …All Personal Financial Planning programs are registered with the Certified Financial Planner Board of Standards. All programs meet the education requirement ... **40918BR** **Extended Job Title:** Assistant/ Associate Professor of Practice / CFR Director **Organization:**...**Organization:** Texas Tech University **Position Description:** The School of Financial Planning in the College of Health and Human… more
- Equitable (Dallas, TX)
- …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... Wealth Management Associate - TX, Dallas (5076) ( 230000U1 )...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- JPMorgan Chase (Houston, TX)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Wealth Associate in Chase Wealth Management, you ... condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) or Wealth Management Certified Planner … more
- Equitable (San Antonio, TX)
- …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... Wealth Management Associate - Retirement Benefits Group - TX, San...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- Magellan Health Services (Fort Worth, TX)
- …adjudicated Tier 2 investigation. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of... Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered… more
- Edward Jones (Bryan, TX)
- …preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
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